George Harris is a CFP® professional with 32 years of industry experience. He currently serves at Bentham Wealth Advisors and previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, including high-net-worth clients, and employer-sponsored benefit plans. The firm employs a goal- and risk-based asset allocation approach grounded in Modern Portfolio Theory, focusing on low-cost funds, periodic rebalancing, and incorporates technical and cyclical analysis in its investment process.

Dawn Robinson is a financial advisor with Shield Wealth Advisors in Williamsville, NY, holding a Series 65 credential and nine years of industry experience. She has worked at Robinson Tax Service since 2017 and serves as president of WNY Safe Solutions Consulting, a security and safety consulting firm. Shield Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, employing both direct asset management and third-party sub-advisors to tailor portfolios.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.

Steven Witter is a CFP® professional with 19 years of industry experience. He is currently an advisor at Bentham Wealth Advisors, having previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns Student Loan Steve, a student loan planning firm serving students, parents, and employers. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing $110.1 million in discretionary assets across 218 client accounts. The firm’s investment approach emphasizes goal- and risk-based asset allocation using Modern Portfolio Theory, low-cost funds, and periodic rebalancing, with additional use of technical and cyclical analysis.

Stefan Astheimer is a financial advisor at PMC Wealth, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Commonwealth Financial Network, Gottfried & Somberg Wealth Management, Destiny Wealth Partners, Odingard Capital Management, Pension Consultants, Inc., and Howe & Rusling Inc. PMC Wealth provides fee-based financial planning, cash management, and portfolio advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers a subscription-style service model with tiered membership options and employs model portfolios ranging from aggressive growth to capital preservation, emphasizing insured cash solutions and coordination with clients’ outside professionals.

Trevor Cahill is a financial advisor at Countryside Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Blackridge Asset Management, Peak Brokerage Services, and Equitable Advisors. In addition to his advisory role, Cahill serves as a volunteer firefighter in Getzville, NY. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management. The firm uses model portfolios and third-party sub-advisors within the AssetMark platform and combines advisory services with licensed insurance offerings, including annuity management.

Todd Murphy is a CFP® and CFA® with 19 years of industry experience. He is a principal at Garrison Murphy Wealth Management, LLC, where he has worked since 2018. Prior to joining Garrison Murphy, he spent six years at Wilmington Trust Investment Advisors, Inc. Garrison Murphy Wealth Management serves individual and high-net-worth clients as well as pooled investment vehicles, providing integrated wealth advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm emphasizes strategic asset allocation and integrates private and public holdings, also offering advisory services for private funds and other pooled vehicles.

Cheryl Fluker is a financial advisor at Members Advisory Group, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443 million in client assets and serves over 900 clients, using a fundamental analysis approach with both long- and short-term investment strategies.

Allen Dembski is a financial advisor with Buffalo First Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Buffalo First Wealth Management since 2014 and is also involved as an assistant hockey coach at Canisius High School and as a facilitator for the Pro Net Amherst Chamber of Commerce. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals and risk tolerance in an Investment Policy Statement.

Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.

John Haberstro is a financial advisor at Shield Wealth Advisors in Williamsville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PEAK Brokerage Services and various insurance carriers through W&R Insurance Agencies. Haberstro has been with Shield Wealth Advisors since 2020. Shield Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, offering both direct asset management and third-party sub-advisory programs.

Dirk Rabenold is a CFP® professional with 40 years of industry experience, currently serving as the sole advisor at Rabenold Advisors, Inc. He previously worked at Next Financial Group Inc for 18 years and has been with LPL Financial since 2025. Outside of his advisory work, he is an elected official on the Amherst Republican Committee. Rabenold Advisors, Inc. is an independent registered investment advisory firm based in Williamsville, NY, providing personalized investment advisory services.

Neil Farrell is a financial advisor at Farrell Financial with a Series 65 designation and four years of industry experience. Prior to joining Farrell Financial, he worked at The University of Tennessee at Chattanooga and served in the United States Air Force Academy. Farrell Financial provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages client portfolios on a discretionary basis, serving both non-high-net-worth and high-net-worth clients.

Brandon Beckinghausen is a financial advisor with PMC Wealth, LLC and holds a Series 65 designation. He has experience dating back to 2016, including roles at Legacy Wealth Strategies, Inc., where he serves as CEO, and positions supporting banking regulatory risk management and compliance. He is also appointed as an insurance agent providing life, accident, health, annuity, and long-term care insurance. PMC Wealth offers fee-based financial planning, cash management, and portfolio advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a subscription-style service model alongside traditional advisory options, with an investment approach that includes model portfolios, fixed-income strategies, and a focus on insured cash solutions.

Jeffrey Husarek is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 registrations. His prior work includes roles at Equitable Advisors, Alliance Advisors, and Combined Insurance. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, investment companies, pension and profit-sharing plans, endowments, insurance companies, and foundations. The firm employs a multifaceted investment approach, incorporating charting, fundamental and technical analysis, quantitative models, and modern portfolio theory to manage strategies ranging from long-term investing to short-term trading.

Kevin Connolly is a financial advisor with Buffalo First Wealth Management, LLC, holding a Series 66 designation and 8 years of industry experience. He has been associated with Buffalo First Advisory Services and Buffalo First Wealth Management since 2013. In addition to his advisory role, Connolly serves as a trustee at Medaille College, participating in strategic planning and several committees. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and emphasizes documented client goals and risk tolerance in its investment process.

Kurt Fetter is a financial advisor at MHA Financial Corp with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also the founder of Zenith Capital, a firm involved in connecting buyers and sellers of businesses, raising capital, and managing client assets. MHA Financial Corp provides personalized financial planning and portfolio management to individuals, trusts, estates, and small businesses. The firm uses a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary advisory services through multiple platforms and custodians.

Jeffrey Bowen is a financial advisor with Trubee Wealth Advisors, Inc. in Buffalo, NY. He holds Series 63 and Series 66 designations and has 49 years of industry experience, including over four decades at Trubee, Collins & Co., INC. Trubee Wealth Advisors provides portfolio management and advisory services to individuals, small businesses, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers both discretionary and non-discretionary account management, access to third-party sub-advisors, and personalized supervisory and administrative services.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.

Elise Murphy is a CFP® with five years of industry experience, currently advising at Level Financial Advisors, Inc., where she has worked since 2012. She is part of an eight-advisor team based in East Amherst, NY. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and offers direct indexing for qualifying taxable accounts, alongside financial-planning-only engagements on flat-fee or hourly bases.